Firsthand Capital Management as of Dec. 31, 2011
Portfolio Holdings for Firsthand Capital Management
Firsthand Capital Management holds 54 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Motorola Mobility Holdings | 11.3 | $9.7M | 250k | 38.80 | |
Apple (AAPL) | 7.3 | $6.3M | 16k | 405.03 | |
NetLogic Microsystems | 5.8 | $5.0M | 100k | 49.57 | |
Microsoft Corporation (MSFT) | 5.8 | $4.9M | 190k | 25.96 | |
PowerShares QQQ Trust, Series 1 | 5.2 | $4.5M | 80k | 55.82 | |
Intevac (IVAC) | 4.9 | $4.2M | 563k | 7.40 | |
Baidu (BIDU) | 4.1 | $3.5M | 30k | 116.47 | |
Sina Corp. | 3.6 | $3.1M | 60k | 52.00 | |
F5 Networks (FFIV) | 3.1 | $2.7M | 25k | 106.12 | |
NVIDIA Corporation (NVDA) | 3.1 | $2.6M | 190k | 13.86 | |
Amazon (AMZN) | 3.0 | $2.6M | 15k | 173.13 | |
Akamai Technologies (AKAM) | 3.0 | $2.6M | 80k | 32.28 | |
Shanda Interactive Entertainment | 2.9 | $2.5M | 63k | 40.02 | |
VMware | 2.9 | $2.5M | 30k | 83.20 | |
Blue Coat Systems | 2.5 | $2.2M | 85k | 25.45 | |
Marvell Technology Group | 2.4 | $2.1M | 150k | 13.85 | |
Equinix | 2.4 | $2.0M | 20k | 101.40 | |
Juniper Networks (JNPR) | 2.3 | $2.0M | 96k | 20.41 | |
Skyworks Solutions (SWKS) | 2.3 | $1.9M | 120k | 16.22 | |
Riverbed Technology | 2.2 | $1.9M | 80k | 23.50 | |
Rackspace Hosting | 2.0 | $1.7M | 40k | 43.00 | |
Ciena Corporation (CIEN) | 1.7 | $1.5M | 120k | 12.10 | |
Nokia Corporation (NOK) | 1.7 | $1.4M | 300k | 4.82 | |
Yandex Nv-a (YNDX) | 1.5 | $1.3M | 65k | 19.71 | |
SanDisk Corporation | 1.1 | $984k | 20k | 49.20 | |
Intel Corporation (INTC) | 1.1 | $970k | 40k | 24.25 | |
1.1 | $969k | 1.5k | 646.00 | ||
Qualcomm (QCOM) | 1.0 | $821k | 15k | 54.73 | |
Symantec Corporation | 0.9 | $783k | 50k | 15.66 | |
Cisco Systems (CSCO) | 0.8 | $723k | 40k | 18.08 | |
Albemarle corp | 0.8 | $715k | 1.0k | 715.00 | |
VeriFone Systems | 0.8 | $710k | 20k | 35.50 | |
Corning Incorporated (GLW) | 0.8 | $642k | 50k | 12.98 | |
Oracle Corporation (ORCL) | 0.6 | $513k | 20k | 25.65 | |
LG Display (LPL) | 0.5 | $421k | 40k | 10.52 | |
Asml Holding Nv Adr depository receipts | 0.5 | $418k | 10k | 41.80 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.5 | $405k | 40k | 10.12 | |
Applied Materials (AMAT) | 0.4 | $321k | 30k | 10.70 | |
Gt Solar Int'l | 0.3 | $231k | 32k | 7.24 | |
Ada-es | 0.2 | $213k | 9.4k | 22.66 | |
Anntaylor Stores corp | 0.2 | $210k | 250.00 | 840.00 | |
Anntaylor Stores corp | 0.2 | $159k | 450.00 | 353.33 | |
Sunpower Cp B | 0.1 | $99k | 16k | 6.21 | |
Echelon Corporation | 0.1 | $95k | 20k | 4.87 | |
Trina Solar | 0.1 | $98k | 15k | 6.71 | |
JA Solar Holdings | 0.1 | $87k | 65k | 1.34 | |
Yingli Green Energy Hold | 0.1 | $76k | 20k | 3.80 | |
Power-One | 0.1 | $61k | 16k | 3.89 | |
Albemarle corp | 0.1 | $60k | 500.00 | 120.00 | |
A123 Systems | 0.1 | $48k | 30k | 1.59 | |
Hanwha Solarone | 0.1 | $50k | 50k | 0.99 | |
Orion Energy Systems (OESX) | 0.1 | $41k | 14k | 2.93 | |
Metali | 0.0 | $38k | 12k | 3.30 | |
Albemarle corp | 0.0 | $20k | 1.0k | 20.00 |